EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$787M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,563
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$24.5M
3
+$22.7M
4
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$13.9M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$9.24M

Top Sells

1
+$89.1M
2
+$54.6M
3
+$36.5M
4
GLD icon
SPDR Gold Trust
GLD
+$17.8M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$14.2M

Sector Composition

1 Financials 9.35%
2 Real Estate 6.4%
3 Healthcare 5.91%
4 Technology 5.39%
5 Energy 3.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$104K 0.01%
958
+1
302
$103K 0.01%
5,098
+680
303
$103K 0.01%
10,102
+79
304
$102K 0.01%
1,424
+630
305
$101K 0.01%
2,229
+7
306
$100K 0.01%
1,624
307
$98.7K 0.01%
451
-46
308
$97.8K 0.01%
1,798
309
$96.8K 0.01%
4,000
310
$96.5K 0.01%
47
+3
311
$95.6K 0.01%
1,918
-6
312
$94.7K 0.01%
1,754
-206
313
$93.5K 0.01%
1,066
+3
314
$92.8K 0.01%
159
+48
315
$92.8K 0.01%
1,091
+934
316
$92.6K 0.01%
505
-130
317
$90.5K 0.01%
383
+295
318
$90.3K 0.01%
998
-2
319
$89.7K 0.01%
742
+4
320
$87.9K 0.01%
3,615
321
$87.3K 0.01%
1,452
-305
322
$84.7K 0.01%
+1,571
323
$84.6K 0.01%
903
+7
324
$84.5K 0.01%
4,076
+36
325
$83.6K 0.01%
8,365
11 12
13
14 15